About Us

     Lifetime Decisions Management, Inc. is a financial planning firm that started in 1993.  Today our firm is a service oriented company.  We value each and everyone of our clients and we treat them like family. 

     If you have any questions concerning the materials that you see on our website, please do not hesitate to either give us a call or e-mail us with your questions.

     We take great pride in the fact that are clients understand what they have bought, why they bought it and how it fits into their overall financial future.  We look forward to the opportunity of being or continuing to be a part of your financial team. 

 

Karen L. Bearss - President and Owner

Life and Health Insurance licensed since 1993

John R. Bearss - Tax & Retirement Specialist

MS Degree in Education - University Of Dayton - 1979

BA Degree in Education - Cedarville University - 1976

Life and Health Insurance License since 1986

NASD Series 6 & 63 Licensed since 1990

Ashley E. Grimes - Sales Associate

Life and Health Insurance licensed since 2006

Registered Radiographer and MRI Technologist - Kettering Medical College of Arts - 2005

Evan J. Grimes - Website Consultant

Majoring in Electronic Graphic Arts Design at Ball State University

 

 

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Registered Representative of and securities offered Through SICOR Securities, Inc.

Member FINRA, SIPC, MSRB

Home Office Address: 6500 Poe Ave. Suite 105, Dayton, OH 45414 (937) 890-3101

Lifetime Decisions Management, Inc. is not a subsidiary of nor controlled by SICOR Securities, Inc.